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Market to Your Customers with Account Engagement
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          Create a Segmentation Rule

          Create a Segmentation Rule

          Create a segmentation rule to run a one-time segmentation action on prospects that meet your criteria.

          Required Editions

          Available in: All Account Engagement Editions
          User Permissions Needed
          to create a segmentation rule: Account Engagement Administrator or Marketing role
          1. Open the Segmentation Rules page.
            • In Account Engagement, select Marketing | Segmentation | Rules.
            • In the Lightning app, select Prospects and then Segmentation | Rules.
          2. Click + Add Segmentation Rule.
          3. Name the rule.
          4. Select a match type.
            • Match All—Prospect must meet all criteria to match.
            • Match Any—Prospect must meet at least one rule to match.
          5. In the Rules section, to add individual criteria, click + Add new rule. To add sets of criteria, click + Add new rule group.
            Note
            Note Separate criteria with a semicolon (;). The text field has a limit of 255 characters.
          6. To confirm that your rule runs as expected, click Preview.
          7. When you’re ready to run the rule, click Run Segmentation.
           
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